Schwab Network

John Koudounis thinks the actual goal of tariffs is to get the Fed to lower rates. “Every basis point is billions of dollars the government will save.” He thinks Trump wants to “reopen the monetary floodgates.” He advises investors to “stay in” to not miss out on the upside; he expects a “huge, V-shaped recovery.” ======== Schwab Network ======== Empowering every investor and trader, every market...

Mark Zandi calls tariffs “baffling, disconcerting, and hard to fathom.” He says it’s unclear what we’re trying to achieve, saying that tariffs won’t fix the trade deficit, only lower economic activity. The odds of a recession are “60% and rising” in his view, and Mark expects the “next thing to go” will be the job market. ======== Schwab Network ======== Empowering every investor and trader, every...

“Tariffs are just one piece of the pie.” Luke Lloyd identifies factors buffeting the market. He argues that tariffs are deflationary. He likes longer-duration bonds and international equities right now, saying it’s the “first time in my career” he’s seen international outperform the U.S. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Likefolio’s Andy Swan covers Roku (ROKU), saying they’re “less at risk than others” for tariffs because ads and subscriptions drive their revenue. However, he notes that competitor Vizio made a deal with Walmart (WMT) that could deprive Roku of shelf space. “The home screen monetization is a real key for Roku,” Andy adds, saying that they should integrate shopping even more. ======== Schwab Networ...

Kevin Hincks looks at two members of the Mag 7 as the markets whipsaw back and forth on the latest tariff headlines. For both Apple (AAPL) and Meta Platforms (META), he looks at a bullish strategy using example options trades. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read t...

From Ford (F), General Motors (GM) and Tesla (TSLA), Rebecca Lindland and Anthony Sassine look down the rocky road worldwide automakers face from President Trump's tariff measures. Rebecca says pricing on individual parts will face the brunt of pressure. Anthony expects overall downtrends for the auto industry but expects Ford (F) to face the least headwinds. ======== Schwab Network ======== E...

Prosper Trading Academy's Mike Shorr turns to three trades he thinks investors have off their radars that are worthwhile in a tariff-induced environment. He talks about Lamb Weston's (LW) tariff-resistance play and how investors can "bottom pick" Ambarella (AMBA) and Skechers (SKX). Rick Ducat turns to the technical trends he sees in each company's chart. ======== Schwab Netw...

Justus Parmar says, “the probability is that this is a pullback,” and thinks a bottom is coming soon. “It’s a good time to start legging into the market.” He thinks the president is politically constrained on tariffs and will be forced to alter policy soon, potentially boosting markets. In the “back half of the year,” he expects potential rate cuts or tax cuts to be catalysts for the market. =====...

"The Einstein of Wall Street," Peter Tuchman, breaks down the massive market swings seen just in the first couple hours of today's trading action. When it comes to his frustration surrounding the sell-offs, he calls Trump's tariff policies a "self-inflicted" wound on the economy. Peter says the White House needs to provide tariff clarity and corrections after trillions...

Jeremy Flack talks about the importance of steel production to the U.S. economy and what's needed for the industry to withstand tariffs. He credits the space to improving the Big Tech space, noting efficiency in steel mills is critical to maintain big companies. He adds how the U.S. serves as "trade protectionists" to steel compared to the rest of the world. ======== Schwab Network =...

Zach Warring says now is the time to start nibbling on apparel companies that he says can weather the tariff storm. He's bullish on Nike (NKE) and Lululemon (LULU), though notes companies experiencing weakness like Under Armor (UAA) won't be able to reverse course. Tom White offers example options trades in Nike and Lululemon. ======== Schwab Network ======== Empowering every investor and...

Tariffs continue to grip markets, including airlines like United (UAL) and Delta (DAL), after UBS downgraded both companies over fears of a weaker economic backdrop. Banks show a more mixed picture with Bank of America's (BAC) upgrade from Morgan Stanley, while the firm downgraded Goldman Sachs (GS). Lower-price stores like Dollar Tree (DLTR) and Dollar General (DG) got an upgrade from Citi. D...

“The market is forced to price in something that’s unknowable,” says Alec Young. “In a lot of ways, uncertainty is worse than risk.” He compares the current situation to the “peak of Covid” and speculates on whether the Fed will cut rates. The Fed has a closed-door meeting today that market participants will be watching. ======== Schwab Network ======== Empowering every investor and trader, every...

Volatility continues to ramp higher into the third day of selling action surrounding President Trump's tariff policy. Kevin Green points to 4,800 as a level of support for the SPX and 5,000 as resistance. He urges investors to watch the 50-day SMA on a monthly chart and explains how it compares to downside trends like the Great Recession of 2008. However, Kevin adds that there could be technic...

Kevin Hincks joins from the Cboe Global Markets after futures lifted significantly off their overnight lows. He points to reports of several dozen countries entering tariff talks as investors brace for another volatile day. He notes a bonds rebound and crude oil's dip as signs of the inflation picture waning, but Kevin says it depends on the Fed's interest rate policy ahead. ======== Schwa...

Dan Ives shared pessimism with the Schwab Network on Big Tech's future under President Trump's tariff policy. Now, he slashed his $550 price target on Tesla (TSLA) to $315. Jenny Horne notes CEO Elon Musk's connection to the Trump administration as a reason for Ives cutting expectations. The Wedbush analyst also lowered his price target on Apple (AAPL) to $250 from $325. ======== Schwa...

Rick Ducat and Tom White examine the EV leader: Tesla (TSLA). The stock has struggled in 2025 as investors consider CEO Elon Musk's role with DOGE and the Trump Admin. policies. Tom provides a bearish example trade using a put vertical in TSLA. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors....

"The market is in COVID land where there will be a bail out," says David Waddell who adds that Pres. Trump's looking to Ronald Reagan's "voodoo economics" as a playbook. He points to technical indicators suggesting this could be a "washout" of the markets, and suggests negotiation news on these tariffs could provide a rally. David adds that there could be some...

Jay Woods joins Diane King Hall at the NYSE set to examine the state of the tariff-induced selling pressures impacting the U.S. and global economy. Jay points to market indicators that could be pointing to a near-term bottom, while also stating that tariff deadlines could be pushed back as a relief point for the markets. He says buying a falling knife is a "dangerous exercise" and to be nimble in...

Ahead of its earnings report on Friday, Bank of America (BAC) was upgraded to Overweight at Morgan Stanley. The big banks kick off a new earnings season, one that will be closely monitored by investors hanging on any forward guidance amidst uncertainty in the overall markets. Ben Watson provides the technical picture of Bank of America's charts. ======== Schwab Network ======== Empowering ever...

Following intense selling activity at the end of last week, Kevin Green says the damage won't stop until there's a resolution on tariffs. Any announcement from the White House could indicate relief, or more headaches if the E.U. retaliates with their own batch of tariffs. KG examines the big tech beating with Nvidia (NVDA) and the Mag 7 shedding billions in valuation. ======== Schwab Netwo...

Ahead of another likely volatile trading session, Tom White recaps the latest from Donald Trump's tariff policy and the ripple effects on the global economy. Meanwhile, Wedbush's Dan Ives slashes his price target on Tesla (TSLA). And, Goldman Sachs (GS) gets a downgrade ahead of earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

As investors react to this week's tariff-induced selling, George Tsilis looks at one of the biggest players in the A.I. semiconductor trade: Broadcom (AVGO). Noting its VMWare acquisition and connection to Apple (AAPL), George walks through Broadcom's business model before taking a look at its current technical setup. ======== Schwab Network ======== Empowering every investor and trader, e...

This trading week was the worst Wall Street has seen since 2020. President Trump's steeper-than-expected tariff policy ignited a sell-off that brought the NDX and RUT into bear market territory. The Mag 7 continued to demonstrate significant weakness, and big banks weren't far behind. Nicole Petallides looks at the week's biggest trading stories. ======== Schwab Network ======== Empowe...

George and Ollie turn to a stock that's up this week... and it's Ollie's! Ollie's Bargain Outlet (OLLI) muscled a rally thanks to its strong fundamentals and immunity from tariffs, according to George Tsilis. He talks about the ways the company has grown, from its share buybacks to capitalizing on the Big Lot's bankruptcy. ======== Schwab Network ======== Empowering every inves...